Predefined tasks
- Wojciech Mozolewski
This is prompt as to the workflow for each process. These are displayed on the Tasks tab in the system.
Upon completion of each task, may affect the status of the application:
Tasks – need to be updated at correct stages. | Status | Action |
Application submitted | Received | Initial acknowledgement email is automatically sent to the customer |
When officer name is added to the case | Allocated | None |
When fees are generated and “checked” | Awaiting Payment | Fee details email is automatically sent to the customer, confirming payment |
When payment has been received, add to Fees tab | In Progress | None |
Checking LLPG, Emailing Royal Mail (if required) etc | In Progress | None |
Correspondence to applicant to agree application | Completed | None |
Close Case | Closed | Only to be closed if application completely finished. |
It is easy to add another task or amend:
Click on the Process you want to add/amend to
Click New and add in another task and prioritise it. Also, add a status. If you want to amend an existing one just click on it.